Nuveen Preferred & Income Opportunities Fund
JPC- Exchange
- NYSE
- SEC CIK
- 0001216583
No open-market purchases or sales by Nuveen Preferred & Income Opportunities Fund insiders were filed in the last 90 days; 334 institutions reported holding it in 13F filings for Q2 2026, worth $519.3M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 298
- +160 vs. Q3 2023
- Shares held
- 84.1M
- +62.3M (+285.3%) vs. Q3 2023
- Total value
- $568.1M
- +$429.8M (+311.0%) vs. Q3 2023
- New holders
- 173
- 96 more added
- Sold out
- 13
- 12 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 334 | $519.3M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.6M |
| Q3 2025 | 314 | $540.7M |
| Q2 2025 | 289 | $472.2M |
| Q1 2025 | 284 | $487.4M |
| Q4 2024 | 298 | $495.9M |
| Q3 2024 | 289 | $523.6M |
| Q2 2024 | 281 | $580.2M |
| Q1 2024 | 286 | $580.6M |
| Q4 2023 | 298 | $568.1M |
| Q3 2023 | 140 | $140.6M |
| Q2 2023 | 129 | $132.3M |
| Q1 2023 | 135 | $138.2M |
| Q4 2022 | 138 | $155.0M |
| Q3 2022 | 134 | $149.2M |
| Q2 2022 | 141 | $146.6M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $202.9M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $192.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burney Co | 61,700 | $417.1K | 0.02% | +61,700 | New |
| Nomura Holdings Inc | 61,942 | $418.7K | 0.00% | +61,942 | New |
| Oppenheimer & Co Inc | 67,225 | $454.4K | 0.01% | +29,576+78.6% | Added |
| Bramshill Investments, LLC | 67,237 | $454.5K | 0.04% | +9,476+16.4% | Added |
| Stolper Co | 68,100 | $460.0K | 0.19% | +68,100 | New |
| LexAurum Advisors, LLC | 71,527 | $483.5K | 0.13% | +21,587+43.2% | Added |
| Spire Wealth Management | 71,301 | $498.4K | 0.02% | +65,142+1,057.7% | Added |
| Financial Enhancement Group LLC | 74,568 | $509.3K | 0.09% | +74,568 | New |
| Level Four Advisory Services, LLC | 76,337 | $516.0K | 0.03% | +32,858+75.6% | Added |
| Mosaic Family Wealth Partners, LLC | 76,587 | $517.7K | 0.09% | −2,159−2.7% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $535.1K | 0.14% | +79,161 | New |
| All Season Financial Advisors, Inc. | 79,183 | $535.3K | 0.45% | +79,183 | New |
| Principal Securities, Inc. | 81,443 | $550.6K | 0.02% | +81,443 | New |
| Accel Wealth Management | 82,974 | $560.9K | 0.28% | +82,974 | New |
| Eudaimonia Partners, LLC | 88,320 | $597.0K | 0.16% | +88,320 | New |
| Comerica Bank | 89,616 | $605.8K | 0.00% | +69,174+338.4% | Added |
| Shulman DeMeo Asset Management LLC | 91,169 | $616.3K | 0.17% | +91,169 | New |
| Samalin Investment Counsel, LLC | 92,603 | $626.0K | 0.32% | +92,603 | New |
| Cary Street Partner Investment Advisory LLC | 96,105 | $649.7K | 0.03% | −4,897−4.8% | Reduced |
| Millennium Management LLC | 96,813 | $654.5K | 0.00% | +96,813 | New |
| Wealthcare Advisory Partners LLC | 97,954 | $662.2K | 0.03% | +71,014+263.6% | Added |
| Atria Wealth Solutions, Inc. | 98,517 | $666.0K | 0.01% | +82,092+499.8% | Added |
| Whittier Trust Co | 98,678 | $667.0K | 0.01% | +98,678 | New |
| Palogic Value Management, L.P. | 102,293 | $691.5K | 0.31% | +77,556+313.5% | Added |
| Wedbush Securities Inc | 103,986 | $703.0K | 0.03% | +63,290+155.5% | Added |
| Melfa Wealth Management, LLC | 104,441 | $706.0K | 0.66% | +41,404+65.7% | Added |
| Mariner, LLC | 106,256 | $718.3K | 0.00% | +106,256 | New |
| Kestra Advisory Services, LLC | 106,882 | $722.5K | 0.01% | +94,810+785.4% | Added |
| E&G Advisors, LP | 113,400 | $766.3K | 0.27% | −25,700−18.5% | Reduced |
| Matisse Capital | 122,612 | $828.9K | 0.44% | +122,612 | New |
| Cetera Investment Advisers | 129,728 | $877.0K | 0.01% | +110,770+584.3% | Added |
| Wela Strategies, Inc. | 143,916 | $972.9K | 0.52% | +143,916 | New |
| Baird Financial Group, Inc. | 158,656 | $1.07M | 0.00% | +136,145+604.8% | Added |
| Geneos Wealth Management Inc. | 163,706 | $1.11M | 0.05% | +163,706 | New |
| Thrivent Financial for Lutherans | 172,412 | $1.17M | 0.00% | +78,612+83.8% | Added |
| Wolverine Asset Management LLC | 173,349 | $1.17M | 0.02% | +70,106+67.9% | Added |
| Fca Corp | 177,506 | $1.20M | 0.41% | +177,506 | New |
| Jupiter Wealth Management LLC | 182,794 | $1.24M | 0.73% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 182,964 | $1.24M | 0.01% | +63,021+52.5% | Added |
| MSH Capital Advisors LLC | 192,132 | $1.30M | 0.49% | +69,429+56.6% | Added |
| Sea Otter Advisors LLC | 200,200 | $1.35M | 1.29% | +200,200 | New |
| Petra Financial Advisors Inc | 206,489 | $1.40M | 1.17% | +206,489 | New |
| GWM Advisors LLC | 211,759 | $1.47M | 0.01% | +143,719+211.2% | Added |
| Davenport & Co LLC | 220,730 | $1.49M | 0.01% | +206,925+1,498.9% | Added |
| Cetera Advisor Networks LLC | 229,141 | $1.55M | 0.01% | +151,345+194.5% | Added |
| Sowell Financial Services LLC | 251,567 | $1.70M | 0.09% | +251,567 | New |
| First Trust Advisors LP | 256,225 | $1.73M | 0.00% | +4,908+2.0% | Added |
| CoreCap Advisors, LLC | 264,715 | $1.79M | 0.12% | +247,686+1,454.5% | Added |
| Park Avenue Securities LLC | 270,134 | $1.83M | 0.03% | +270,134 | New |
| Cerity Partners LLC | 274,755 | $1.86M | 0.01% | +264,703+2,633.3% | Added |
| Fiera Capital Corp | 275,262 | $1.86M | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 269,535 | $1.91M | 0.09% | +269,535 | New |
| Advisors Asset Management, Inc. | 301,902 | $2.04M | 0.04% | +217,210+256.5% | Added |
| Truist Financial Corp | 315,010 | $2.13M | 0.00% | +127,676+68.2% | Added |
| Boothbay Fund Management, LLC | 333,363 | $2.25M | 0.08% | +116,564+53.8% | Added |
| Lido Advisors, LLC | 367,194 | $2.48M | 0.02% | +367,194 | New |
| HighTower Advisors, LLC | 374,731 | $2.53M | 0.00% | +338,830+943.8% | Added |
| AE Wealth Management LLC | 366,678 | $2.64M | 0.01% | +338,787+1,214.7% | Added |
| Campbell Capital Management Inc | 395,857 | $2.68M | 1.25% | +395,857 | New |
| Rareview Capital LLC | 408,615 | $2.76M | 2.54% | +408,615 | New |
| Janney Montgomery Scott LLC | 431,387 | $2.92M | 0.01% | +198,190+85.0% | Added |
| Protective Life Corp | 440,000 | $2.97M | 100.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 453,598 | $3.07M | 0.02% | +157,132+53.0% | Added |
| Shaker Financial Services, LLC | 472,136 | $3.19M | 1.31% | +305,505+183.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 482,426 | $3.26M | 0.01% | +422,981+711.6% | Added |
| Stifel Financial Corp | 515,478 | $3.48M | 0.00% | +251,312+95.1% | Added |
| Rothschild Investment LLC | 520,189 | $3.52M | 0.29% | +520,189 | New |
| Stratos Wealth Partners, LTD. | 536,787 | $3.63M | 0.07% | +355,221+195.6% | Added |
| Pathstone Holdings, LLC | 553,447 | $3.74M | 0.02% | +553,447 | New |
| Hennion & Walsh Asset Management, Inc. | 558,415 | $3.77M | 0.22% | +229,052+69.5% | Added |
| Moors & Cabot, Inc. | 566,648 | $3.83M | 0.24% | +249,484+78.7% | Added |
| Captrust Financial Advisors | 586,148 | $3.96M | 0.01% | +570,096+3,551.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 587,530 | $3.97M | 0.01% | +492,304+517.0% | Added |
| Rockefeller Capital Management L.P. | 645,879 | $4.37M | 0.01% | +355,996+122.8% | Added |
| Rpo LLC | 687,473 | $4.65M | 7.33% | +259,031+60.5% | Added |
| Royal Bank of Canada | 699,939 | $4.73M | 0.00% | +511,928+272.3% | Added |
| Landscape Capital Management, L.L.C. | 784,537 | $5.30M | 0.47% | +617,164+368.7% | Added |
| Advisor Group Holdings, Inc. | 830,819 | $5.62M | 0.01% | +609,534+275.5% | Added |
| Capital Investment Advisors, LLC | 839,675 | $5.68M | 0.14% | +744,845+785.5% | Added |
| Greatmark Investment Partners, Inc. | 862,713 | $5.83M | 0.91% | +862,713 | New |
| Saba Capital Management, L.P. | 897,248 | $6.07M | 0.15% | +855,885+2,069.2% | Added |
| Ameriprise Financial Inc | 1,068,819 | $7.33M | 0.00% | +754,945+240.5% | Added |
| Envestnet Asset Management Inc | 1,162,523 | $7.86M | 0.00% | +950,972+449.5% | Added |
| Algebris (UK) Ltd | 1,429,820 | $8.76M | 4.57% | +1,238,786+648.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,317,556 | $8.91M | 3.27% | +1,317,556 | New |
| Cohen & Steers, Inc. | 1,395,741 | $9.44M | 0.02% | +514,317+58.4% | Added |
| LPL Financial LLC | 1,609,298 | $10.9M | 0.01% | +1,360,880+547.8% | Added |
| Commonwealth Equity Services, LLC | 1,791,757 | $12.1M | 0.02% | +1,230,541+219.3% | Added |
| Penserra Capital Management LLC | 1,847,499 | $12.5M | 0.23% | +127,870+7.4% | Added |
| Bank of America Corp | 1,890,000 | $12.8M | 0.00% | +1,447,738+327.3% | Added |
| Raymond James & Associates | 2,165,571 | $14.6M | 0.01% | +1,356,104+167.5% | Added |
| CNH Partners LLC | 2,219,116 | $15.0M | 0.61% | +1,416,391+176.4% | Added |
| Wells Fargo & Company | 3,232,672 | $21.9M | 0.01% | +1,653,505+104.7% | Added |
| UBS Group AG | 3,386,454 | $22.9M | 0.01% | +3,117,522+1,159.2% | Added |
| Invesco Ltd. | 4,313,168 | $29.2M | 0.01% | +2,736,555+173.6% | Added |
| Sit Investment Associates Inc | 6,505,892 | $44.0M | 1.08% | +6,505,892 | New |
| Rivernorth Capital Management, LLC | 9,605,644 | $64.9M | 3.11% | +7,921,053+470.2% | Added |
| Morgan Stanley | 12,503,767 | $84.5M | 0.01% | +10,656,972+577.1% | Added |
| Forum Private Client Group LLC | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −282,188−100.0% | Sold out |